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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,915 | $209,336-93.4% | $197,124-92.9% | $137,256-89.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.19% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,515 | $6,591-77.0% | $6,227-75.7% | $4,156-63.6% |
| Participant deferral / active EE | $3,192 | $9,614-66.8% | $9,135-65.1% | $6,407-50.2% |
| Admin fee / account holder | $2,039 | $17,308-88.2% | $16,298-87.5% | $12,270-83.4% |